+63.4%
VSH vs WTW
+8.6%
+54.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.0% | -8.0% | -3.5% |
| 7D | -13.6% | +4.9% | -18.5% | -11.4% |
| 30D | -30.4% | +17.1% | -47.4% | -24.5% |
| 3M | -33.3% | -0.3% | -32.9% | -32.3% |
| 6M | -15.1% | +30.7% | -45.7% | -1.3% |
| YTD | +80.2% | +3.7% | +76.5% | +114.7% |
| 1Y | +63.4% | +5.9% | +57.5% | +94.4% |
| All | +63.4% | +8.6% | +54.8% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WTW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling